LDRLB

SEPTEMBER 28, 2011

The day the Jacobs Suchard (now part of Kraft Foods ) Board of Directors promoted me to the C-Suite, they strongly suggested I align myself with the CFO. The individual should be on top of changes to business plans and how they are being accepted. Key to success is the HR executive’s ability to instill trust at all levels.

CEO 116

CEO CFO Human Resources Real Estate 116

Harvard Business Review

JULY 17, 2014

Rajamannar involved finance early. To spearhead analytic efforts, he assigned a finance person – who was already embedded in marketing – to create an ROI evaluation framework and integrated her deeper into the marketing function. MasterCard had always been a data-driven organization. Inside Intel. The result has been transformational.

Finance 13

Finance Marketing P&L ROI 13

Harvard Business Review

OCTOBER 26, 2011

Yet this is exactly the challenge facing leaders of the finance function who are asked to help their organization improve the way that work is done. As finance shifts its focus from controlling costs to advising managers on improvement activities, CFOs must change their thinking and behaviors. Getting the CFO on board is key.

Finance 10

Finance CFO Budgeting Operations 10

Harvard Business Review

JANUARY 11, 2016

The 1990s saw the rise of the strategic CFO, and more recently many companies have created a chief strategy officer (CSO) position. Such friction is destructive — and a huge missed opportunity, because the CFO and the strategy head are far more effective when they collaborate. There are two reasons for this.

Strategy 8

Strategy CFO Finance Short-term 8

Harvard Business Review

JULY 17, 2017

The current innovation model in the finance sector is designed to generate the highest possible short-term returns. Taking a long-term view — planning for a viable business in the next decade, rather than the most profitable one in the next quarter — is the only way forward for financial services businesses. Insight Center.

Industry 12

Industry Short-term Planning Long-term 12

Harvard Business Review

MARCH 2, 2017

With transparency in succession planning becoming a priority, career management for senior executives becomes easier. One CFO I know managed finance for a spin-off firm when it went public and then returned to the parent company in a corporate position. You can be stronger at one of them, but you need to know how to manage both.

CFO 8

CFO How To CIO Finance 8

Harvard Business Review

MARCH 15, 2016

This, in turn, is triggering a shift in the perceived role of the CFO — from bean counters to planters of seed corn. “We are trying to use the index to change corporate behavior,” said Mark Wiseman, chief executive of the Canada Pension Plan Investment Board, the lead investor in the initiative.

Short-term 8

Short-term Long-term CFO Wiseman 8

Harvard Business Review

JUNE 8, 2018

This notion, that risk is a desirable feature, can seem like sacrilege to anyone who’s taken an introductory finance course. CFOs of these companies themselves admit that they cannot justify their market capitalizations based on traditional metrics.

Report 8

Report GAAP Net Present Value CFO 8

Harvard Business Review

NOVEMBER 25, 2013

This lack of an analytical approach has traditionally formed a barrier between marketing and finance. One financial services CMO told us how CFOs typically perceive his function: “We’re going to give a certain amount of dollars to those guys. They’re going to make ads and do whatever it is they do.

CFO 8

CFO Short-term Long-term Benchmarking 8

Harvard Business Review

APRIL 19, 2011

A few months ago, a former client called me in a panic : Her CFO wanted to start several process simplification projects immediately — and she needed a proposal to review with him the next day. We then waited to hear from our client about next steps — and continued to wait.

CFO 15

CFO Crisis Proposal Finance 15

Marshall Goldsmith

FEBRUARY 8, 2018

Darek Lenart – Senior VP HR, Finance MasterCard. Focuses on business development and implementation of new business plans across the Region. Facebook’s first HR hire, she has led global people programs, been an HR Business Partner, and CFO. Deborah Borg – Chief Human Resources & Communications Officer, Bunge Limited.

Executive Coaching 70

Executive Coaching CEO Magazine Banking 70

Strategy Driven

OCTOBER 21, 2011

Twelve cases are written as narratives with multiple teaching points, but without a focus on a particular business decision; the remaining twenty-three cases were written around specific conundrums related to strategy, operations, finance, marketing, leadership, culture, human resources, organizational design, business model, and growth.

Learning-by-Doing 62

Learning-by-Doing Price Bottom-up Finance 62

Harvard Business Review

OCTOBER 3, 2018

At one point, the CEO indicated that he would know that the right shift had occurred when the CFO, chief strategy officer, and other C-level leaders were seeking the CMO’s advice on strategic business problems. This would require an action plan, time, and organizational commitment. The first thing she did was define success.

CFO 8

CFO CEO Agility Marketing 8

Harvard Business Review

JUNE 18, 2014

Communicate a clear five-year strategic plan defining financial and sustainability milestones. But these concerns can be mitigated with the proper strategy for shifting away from earnings guidance, and by replacing it with integrated reporting.

Short-term 8

Short-term Long-term How To CFO 8

Harvard Business Review

AUGUST 26, 2016

One college student who wrote to me for advice was planning to drop out at the end of the semester to start his own social media business, but he was getting blowback from his peers. If you’re planning to launch a startup, for instance, your colleagues might have highlighted concerns about your finance skills.

Career 8

Career Hedge CFO Advice 8

Harvard Business Review

DECEMBER 17, 2015

The survey also found that in the past two years, one in four C-suite leaders left her position, and nearly as many told us that they planned to do so in the next two years. Education crowdfunder DonorsChoose.org, which finances classroom-based projects, is a good model of success.

Development 8

Development Mentor COO CFO 8

Harvard Business Review

SEPTEMBER 22, 2014

With a background in both strategy and finance, Sheila was an up-and-coming manager at a well-known consumer products company. After several months of emotional churning, Sheila decided to focus on Plan B –figuring out what she really wanted to do instead of trying to overturn an “injustice.” Career planning'

Career 10

Career Examples Supply Chain CFO 10

Harvard Business Review

MAY 27, 2014

The abridged version is that Palmisano and then-CFO Mark Loughridge came up with what they called the “investor model” or the “road map” — a strategic plan complete with multi-year goals for investment, revenue growth, and earnings growth that they asked investors to judge them by. Communication Finance Getting buy-in'

Stage-Gate 9

Stage-Gate Strategic Planning Welch CFO 9

Marshall Goldsmith

DECEMBER 6, 2010

A CEO asked me to coach his potential successor, the CFO. It didn't take long before I just felt that the CEO just didn't like the CFO. I brought it to his attention: "I just don't think you like the CFO." However, the CEO now concluded that the CFO lacked the "adequate marketing skills." The CFO was understandably upset.

CEO 118

CEO CFO Skills Open-book 118

Harvard Business Review

SEPTEMBER 29, 2011

In addition they operate from a plan — however confidential it may be — to strengthen the team year over year. For example, Tim Sheahan, Chief Financial Officer for a large division of a multi-national corporation, aspires to become CFO of a Fortune 100 company in the future.

Execution 14

Execution Team Chief Financial Officer Finance 14

Harvard Business Review

JULY 31, 2017

In the traditional view of executive coaching, an executive, with her boss’s participation , takes personality assessments, receives 360-degree feedback , and creates and implements a development plan designed to address performance gaps, optimize her contribution, and prepare her for new responsibilities.

360-Degree Feedback 8

360-Degree Feedback Execution Real Estate Executive Coaching 8

Harvard Business Review

DECEMBER 18, 2018

” Believing in Your Plan and Speaking up. “I’m not sure when I first asked if I thought it would be successful,” said Hickox, now CFO of Independent Bank in McKinney Texas. ” Making a Plan to Put Family First. “I’m heavily involved in their lives. “I learned I needed to speak up.

Banking 15

Banking Conference CEO Bottom-up 15

Harvard Business Review

NOVEMBER 30, 2018

To begin, you want to be very clear about your starting point and desired destination on that development journey — an obvious item that’s often missing from a development plan. It’s a practical planning document that describes how you will produce the highest-performing you. Determine Your From/To.

Career 8

Career Chief Financial Officer Supply Chain Chief Information Officer 8

Harvard Business Review

NOVEMBER 17, 2011

She made a presentation to the VP of Public Relations, the CFO, and the president of the company to get the extra support. It's traditional to evaluate people using customer responses in customer service jobs, but people in finance, human resources, or information technology can use this approach.

Public Relations 15

Public Relations Human Resources CFO Career 15

Harvard Business Review

AUGUST 30, 2017

market , and still has a large cash hoard for investment from its last financing round at a valuation of $68 billion, making it the highest-valued unicorn in the history of business. Uber needs a viable talent plan that matches its growth aspirations to its talent supply in order to have a chance of maintaining momentum.

CEO 12

CEO IPO Energy COO 12

Harvard Business Review

MAY 1, 2011

And Mark Perry , a professor of economics and finance at the University of Michigan, puts it in perspective with a handy chart.). My colleagues refer to this as the Growth Model (although it seems more an aspiration than a plan). Another said we provide a lottery for a small number of plum jobs in consulting and finance.

Education 15

Education Human Capital Class CFO 15

Harvard Business Review

SEPTEMBER 22, 2011

Phones4U, a UK mobile phone retailer, announced a big increase in the weight of Net Promoter scores in its frontline pay plan. Your CFO and finance team can take a leadership role here. TIAA-CREF, the big financial services company, includes customer loyalty score improvement in senior executive compensation.

Incentives 10

Incentives Sample Customer Loyalty Metrics 10

Harvard Business Review

FEBRUARY 16, 2016

Let’s look at an example inside a company doing its annual budget planning. Betty, the head of sales, is preparing her budget for next year, and she’s meeting with Amit, the director of finance. The volume might be getting louder, or one or both of you have started to yell. Amit accepts but shows up 15 minutes late.

How To 8

How To Budgeting CFO Open-book 8

Harvard Business Review

FEBRUARY 20, 2013

Access to finance , designing operational processes and systems , and building strong, talented management teams are just a few obstacles that many cite. At Allianz, the program was initiated and supported by the company CFO. Entrepreneurs: You're More Important Than Your Business Plan.

Entrepreneur 8

Entrepreneur Company Six Sigma Franchising 8

Harvard Business Review

OCTOBER 11, 2013

Densmor, Terranola’s CFO, saw those words on Twitter about one minute after Hughes had uttered them. As CFO, A.J. s plan to acquire all six of the licensees that made Express machines and pods. He suggested a meeting of the executive team to plan a response or even launch a preemptive attack, and the CEO agreed.

Case Study 8

Case Study CFO Hedge PR 8

Harvard Business Review

MAY 14, 2015

The “turnaround plan” recently announced by McDonald’s includes an aggressive program to manipulatively boost its stock price via stock buybacks, an activity that has become the major focus of its corporate strategy over the past decade. ” In 2014, McDonald’s expended $3.2

Price 8

Price Franchising Short-term CFO 8

Harvard Business Review

OCTOBER 10, 2013

The chief financial officer (CFO) role rose to prominence in the mid -1980’s as pressures for value management and more transparent investor relations gained traction. Over the past 30 years, most companies have added new C-level roles in response to changing business environments. Determining what to build, purchase, borrow, or rent.

Chief Financial Officer 8

Chief Financial Officer Information Technology Metrics CFO 8

Harvard Business Review

MARCH 18, 2011

Even the deepest soul-searching may not yield a definitive plan for you. There are many moving parts in people's career decisions — family, the economy, finances — and you may simply not know what the next five years holds. If you don't know, admit it. I have always been a terrific number two.

P&L 18

P&L Committee Career Case Study 18

Harvard Business Review

FEBRUARY 25, 2014

She explained that BrainGame’s current backers had been asking about growth plans, and Lena was pitching new groups for a new round of financing in two weeks. Later that day Guy Renou, BrainGame’s CFO, sat down in Lena’s office. Last I checked, movements didn’t have a CEO or CFO.”. The numbers are all there. Lena asked.

Company 9

Company CFO Proposal Engineering 9

Women on Business

JANUARY 25, 2011

Meetings can be very powerful tools, but you have to plan them out long before they happen. If you learn to plan, structure, and participate in meetings effectively, you will be able improve your own time management and productivity as well as that of other participants. To be completed by March 31st.’

Press Release 140

Press Release Discount PR Magazine 140

Harvard Business Review

JUNE 6, 2016

He was the CFO of their company, a software start-up with about 75 employees. He led the finance team. Nothing happened that first night. Yes, Brad had flirted. Yes, Elizabeth had flirted back. They’d had more than one drink. But she knew better than to take it any further. She was its star salesperson.

Case Study 8

Case Study Conference Hotels COO 8

Harvard Business Review

DECEMBER 8, 2016

Listening, Derek Melis, his friend and CFO, was relieved. Please don’t let that cloud your judgment as CFO. ” “As the CFO, I can’t lose sight of what’s going on in each country.” It hits our collective reputation and our finances.” Is it your personal relationship?

Case Study 8

Case Study Decentralization CFO Construction 8